Company name POZEN Inc.
Stock ticker POZN
Live stock price [stckqut]POZN[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=pozn
POZEN Inc. (POZEN), is a pharmaceutical company focused on transforming medicine. The Company had developed Treximet in collaboration with GlaxoSmithKline (GSK). Treximet is the brand name for the product combining sumatriptan 85 milligram, formulated with RT Technology and naproxen sodium 500 milligram in a single tablet designed for the acute treatment of migraine. The Company has developed VIMOVO with AstraZeneca AB (AstraZeneca). VIMOVO is the brand name for a fixed dose combination of the proton pump inhibitor (PPI) esomeprazole magnesium with the non-steroidal anti-inflammatory drug (NSAID) naproxen in a single tablet. On November 23, 2011, the Company entered into a Purchase and Sale Agreement with CPPIB Credit Investments Inc (CII,), pursuant to which it sold, and CII purchased, its right to receive future royalty payments arising from United States sales of MT 400, including Treximet.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

Company name Skilled Healthcare Group, Inc.
Stock ticker SKH
Live stock price [stckqut]SKH[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Poor
EPS growth Poor
P/E growth Poor
EBIT growth Poor

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $-226718.39
Target stock price (averages with growth) $0.5
Target stock price (averages with no growth) $0.5
Target stock price (manual assumptions) $3.09

The following company description is from Google Finance: http://www.google.com/finance?q=skh

Skilled Healthcare Group, Inc. (Skilled) is a holding company. The Company owns subsidiaries that operate skilled nursing facilities, assisted living facilities, hospices, home health providers and a rehabilitation therapy business. It operates in three segments: long-term care (LTC), which includes the operation of skilled nursing facilities and assisted living facilities; therapy services, which includes its integrated and third-party rehabilitation therapy services, and hospice and home health services, which includes its hospice and home health businesses. As of December 31, 2011, the Company owned or leased 74 skilled nursing facilities and 23 assisted living facilities, together comprising 10,495 licensed beds. On July 1, 2011, it acquired Altura Homecare & Rehab, which is a home health care agency serving the Albuquerque. On July 11, 2011, it acquired the real property and related operations of Willow Creek Memory Care.

 

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

Company name Simon Property Group Inc
Stock ticker SPG
Live stock price [stckqut]SPG[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Fair
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $152.34
Target stock price (averages with growth) $174.77
Target stock price (averages with no growth) $151.88
Target stock price (manual assumptions) $148.03

The following company description is from Google Finance: http://www.google.com/finance?q=spg

Simon Property Group, Inc.( Simon Property), is a self-administered and self-managed real estate investment trust (REIT). Simon Property Group, L.P.(Operating Partnership), is the Company's majority-owned partnership subsidiary that owns all of its real estate properties and other assets. The Company owns, develops and manages retail real estate properties, which consist primarily of malls, Premium Outlets, The Mills, and community/lifestyle centers. On January 9, 2012, it sold its interest in Gallerie Commerciali Italia, S.p.A. In June 2012, the Company acquired 50% of Silver Sands Factory Stores. In December 2012, the Company acquired Paragon Outlets Grand Prairie in Grand Prairie, Texas and Paragon Outlets Livermore Valley in Livermore, California.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

Company name Texas Roadhouse Inc
Stock ticker TXRH
Live stock price [stckqut]TXRH[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Fair
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $27.92
Target stock price (averages with growth) $39.61
Target stock price (averages with no growth) $36.51
Target stock price (manual assumptions) $27.69

The following company description is from Google Finance: http://www.google.com/finance?q=txrh

Texas Roadhouse, Inc. (Texas Roadhouse) is a full-service restaurant chain. The Company offers an assortment of specially seasoned and aged steaks hand-cut daily on the premises and cooked to orders over open gas-fired grills. In addition to steaks, the Company also offers its guests a selection of ribs, fish, seafood, chicken, pork chops, pulled pork and vegetable plates, and an assortment of hamburgers, salads and sandwiches. As of December 25, 2012, the Company owned and operated 320 restaurants and franchised or licensed an additional 72 restaurants. Of the 320 restaurants the Company owned and operated at the end of 2012, 318 operated as Texas Roadhouse restaurants, while two operated under the name of Aspen Creek.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.
For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

Company name Trimble Navigation Limited
Stock ticker TRMB
Live stock price [stckqut]TRMB[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Fair
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $32.78
Target stock price (averages with growth) $43.21
Target stock price (averages with no growth) $31.73
Target stock price (manual assumptions) $32.35

The following company description is from Google Finance: http://www.google.com/finance?q=trmb

Trimble Navigation Limited (Trimble) provides technology solutions. The Company’s solutions are used across a range of industries, including agriculture, architecture, civil engineering, construction, environmental management, government, natural resources, transportation and utilities. As of December 28, 2012 (fiscal 2012), the Company acquired Vico Software, Inc.; the assets of Refraction Technology, Inc. (REF TEK); TMW Systems Holding LLC, including its operating subsidiary, TMW Systems, Inc. (TMW); Logicway of Oldenzaal; WinEstimator, Inc.; Gatewing of Gent, a provider of lightweight unmanned aerial vehicles for photogrammetry and rapid terrain mapping applications; Plancal of Horgen, and StruCad and StruEngineer business from AceCad Software. In January 2013, the Company acquired LK Technologies Inc of Princeton NJ. In June 2013, the Company acquired Trade Service Co LLC. In June 2013, it announced that it has acquired privately held Actronic Holdings Limited of Auckland.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

 
For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.